Episode Description
Speed matters, but connection matters more.
In this episode of Grow Organically, Dan Gilmartin speaks with Caleb Stinson, Chief Marketing Officer of Exencial Wealth Advisors, about creating meaningful connections in the lead generation process. Caleb shares how pacing, personalization, and purpose-driven outreach can strengthen both client relationships and firm outcomes.
Caleb discusses:
- Why humanizing outreach conversations leads to stronger client relationships
- How to evaluate whether a lead has a meaningful need that the firm can address
- The importance of adapting outreach pacing and volume to team capacity
- Why a shorter “crawl-walk-run” runway accelerates firm growth
- How roleplaying calls with team members can improve empathy and performance
- And more!
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Connect with Caleb Stinson:
About our Guest:
Caleb Stinson is the Chief Marketing Officer at Exencial Wealth Advisors, where he leads marketing initiatives focused on lead generation and client engagement. With a background in operations and project management, Caleb brings a unique blend of strategic thinking and hands-on experience to the financial services space. His passion lies in building authentic relationships, humanizing outreach, and aligning marketing with a firm’s mission to serve clients with purpose.
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